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Release Notes 9-17-21

Posted on Sep 17, 2021 by Addison Reid


    In this release, we’ve focused on improving the customer experience by…

    • Updating the SR Intake email invitation
    • Improving the experience for sending intake packets and providing a Spanish intake invitation


    SR Intake: Update Intake Request email invitation

    We have updated the SR Intake email invitation to be more concise and emphasize security for patients. We have also formatted it to be left-justified.

    old and new intake email invitations

    SR Intake: Improve sending experience within the platform and provide a Spanish language invitation 

    We have updated the screen displayed when sending intake packets from the Action List, Schedule, and Patient Profile. Additionally, customers have requested the ability to send a Spanish version of intake invitations so patients whose first language is Spanish can have a better patient experience.

    The following updates have been made to the SR Intake send screen on the Action List, Schedule, and Patient Profile:

    • The layout of the send modal has been updated
    • Emails on file are now displayed in the modal.
    • Additional information has been added to the QR code section
    • A preview of the message is now displayed
    • Customers now have the option to select between Spanish or English when sending an intake request. English is selected by default.

    New send screen

    New SR Intake send screen

    Spanish message preview

    New SR Intake send screen showing the Spanish message preview

    SR Intake

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